Jeffery Keefer is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2012. He has 42 years of industry experience, including 14 years with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in North Canton, Ohio. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jefferson Sarchione is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Cox Automotive - VinSolutions, and Sarchione Auto Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including model portfolios, retirement plan consulting, and both discretionary and non-discretionary management strategies.

Ronald Katigbak is a financial advisor with Ameriprise in North Canton, Ohio, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns a property management business and serves as president of a personal service corporation managing practice expenses. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, utilizing research-driven, non-discretionary recommendations supported by algorithmic tools and a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Steven Scherer is a financial advisor with LPL Financial in Hartville, Ohio, holding a Series 66 credential and 18 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Scherer also serves as a coach for Dover City Schools. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of advisory programs and financial planning services supported by extensive research and technology.

Elijah Ochoa is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and five years of industry experience. He previously worked at Thrivent Financial and has experience outside finance in the hospitality sector. Ochoa is also involved as a member of ULTIMA LLC, which invests in residential real estate in the Charlotte, NC area. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary solutions.

David Varner is a financial advisor at Cambridge Investment Research Advisors with 43 years of industry experience. Prior to joining Cambridge in 2019, he worked for Nationwide Advisory Services and Nationwide Insurance from 1973 to 2019. He is also an independent insurance agent with Varner Insurance Group and provides tax and legal liability services through Kyler and Company LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm delivers tailored investment strategies through a network of independent Financial Professionals and maintains a range of proprietary and third-party model strategies.

Jason Varner is a financial advisor with Cambridge Investment Research Advisors, holding 22 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2019 and previously spent 18 years with Nationwide Securities, Inc. Varner is also a part owner of Kyler and Company, which provides tax and legal liability services. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of platform arrangements and proprietary as well as external model strategies.

Nathanial Arps is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2021 and is also associated with MJ Miller & Co. CPAs, where he has been involved in tax preparation and accounting services. Prior to these roles, he worked with the 415 Group from 2011 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Heidi Dillon is a financial advisor with Cambridge Investment Research Advisors, holding 18 years of industry experience. She previously worked at Nationwide Securities LLC and Nationwide Insurance. Dillon is a shareholder of Kyler & Company LLC and serves as an independent insurance agent for Varner Insurance Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing both proprietary and third-party strategies across multiple platform arrangements.

Dominic Fisher is a financial advisor with Thrivent Investment Management holding a Series 66 designation and two years of industry experience. He previously worked at MML Investors Services LLC, Spectrum Financial Group, and Mass Mutual Life Insurance Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics through a network of advisors, while keeping planning and managed-account services separate.

Michael Wade is a financial advisor with Osaic Wealth, Inc. He holds 20 years of industry experience, including 17 years at Lincoln Financial Advisors Corp before joining Osaic in 2025. He is also involved as an insurance agent offering accident and health insurance, traditional life insurance, disability income products, and annuities, as well as serving as an advisor in a partnership focused on securities, annuities, employer plans, and life insurance. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to large institutions, providing integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms. The firm utilizes asset-allocation tools, risk assessment methods, and automated portfolio rebalancing to manage a wide range of investment options.

Kenneth Griffin is a financial advisor with Edward Jones in Canton, OH, holding a Series 66 designation and six years of industry experience. He joined Edward Jones in 2019 after roles at Uber, Food Safety Ohio, Lyft, and Metz Culinary Management. Outside of his advisory work, he delivers food on weekends for DoorDash in San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions. The firm manages over $1 trillion in assets and maintains a large network of advisors and branches nationwide.

Anthony Fisher is a financial advisor with Thrivent Investment Management in Hartville, Ohio. He holds Series 63 and Series 65 licenses and has been in the financial services industry since 2025. Prior to his current role, he worked six years at Bankers Life & Casualty, Inc. Outside of advising, he is a licensed insurance agent authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning without implementation. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs while maintaining separation between the two services.

Kenneth Lefever is a Series 66-registered financial advisor with Edward Jones in Salem, Ohio, with eight years of industry experience. Before joining Edward Jones in 2017, he worked at Christian Healthcare Ministries for seven years. Edward Jones serves more than four million individual and institutional clients with a range of wealth management services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Steven Landy is a financial advisor with Ameriprise in North Canton, Ohio, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Landy is involved as an equity investor in oil and natural gas and holds ownership interests in various real estate-related businesses. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Steven Schroll is a CFP® and ChFC® with 18 years of experience in financial planning. He currently works with Cetera and has held roles at Everence Trust Company and One Resource Group, among others. Outside of financial services, he teaches a high school personal finance class and drives a school bus for athletics and field trips at Lake Center Christian School. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple investment program options through a nationwide network of independent advisors.

Brian Lake is a financial advisor with Ameriprise in Canton, Ohio, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he serves as Treasurer on the Board of Directors for Moonlight Bay II and is the primary person in the S Corporation Harbor Lake, which is involved in payroll activities. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

George Burns is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Linda Reall is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 39 years of industry experience. She has been with Cambridge Investment Research Advisors since 2016. In addition to her advisory role, she owns Capital Securities of America and maintains her insurance licenses. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple portfolio management solutions, including proprietary and third-party strategies, across various custody platforms with both discretionary and non-discretionary options.

Debra Danks is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at J.P. Morgan Securities and Jpmorgan Chase Bank in Ohio since 2017, following a brief tenure at Cetera and Home Savings Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.